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Year End Checklist

Consider ways of improving cash collection
Plan to minimise the tax take, including VAT and capital gains tax
Talk to my accountant about ways to extract profits from my business at the smallest tax cost
Claim capital allowances for expenditure on business equipment
Put in place a tax-efficient gifting strategy
Find out how the timing of dividends and bonuses could reduce or defer tax
Make the most of my 2008/09 ISA allowance
Find out the impact of accelerating disposals into the current financial year or deferring them into the next
Review my pension arrangements
Make sure I am offering tax-efficient staff remuneration packages
Review my estate plan
Make sure I avoid overvaluing stock and work in progress
Make sure I send my business and personal records to my accountant in good time
Talk to my accountant about these and any other issues relating to my business, tax and personal financial situatio


This guide is merely a starting-point, designed to help you identify areas that might have a significant impact on your tax planning.

Please keep us informed of your plans and consult us early for help in taking advantage of tax-saving opportunities and tax-efficient investments. We are always pleased to discuss matters with you and advise in any way we can.

Next Step:

Please contact us if you need further advice, have any questions about our services, or would like a free consultation or a fixed quote.


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